Skip to content
Beacon

AOTGAOT Growth and Innovation ETF

Grow my money#2002 of 2944 for Grow my money

The fund is an actively managed exchange-traded fund (ETF) that invests in U.S. listed equity securities that have high growth potential based on a low marginal cost business model. It’s investment universe consists of publicly traded equity securities listed in the United States with a minimum market capitalization of $800 million. The Sub-Adviser also excludes REITs, and Business Development Companies (“BDCs”).

AOT Invest LLC · Since 2022 (3 years)

Annual Cost

0.75%

#3579 out of 5,332 ETFs

Fund Size

$76M

#2985 out of 5,332 ETFs

Dividend Yield

0.00%

Track Record

3 years

#2801 out of 5,332 ETFs

Performance

1 Year

+39.9%

3 Years

+31.3%

5 Years

N/A

What's inside

Asset class
Strategy
active selection
Cap
large
Focus
General Innovation

Asset allocation

Stocks
99.8%
Cash
0.2%

Sector breakdown

Technology
59.4%
Communication
15.5%
Financial Services
13.8%
Consumer Cyclical
10.3%
Industrials
0.6%
Healthcare
0.3%

Top holdings

NVIDIA CorpNVDA11.8%
Advanced Micro Devices IncAMD8.3%
Taiwan Semiconductor Manufacturing Co Ltd ADRTSM7.5%
Alphabet Inc Class AGOOGL7.2%
Toast Inc Class ATOST6.5%
AppLovin Corp Ordinary Shares - Class AAPP5.0%
Amazon.com IncAMZN4.8%
Nu Holdings Ltd Ordinary Shares Class ANU4.4%
Microsoft CorpMSFT4.3%
Robinhood Markets Inc Class AHOOD3.8%

Risk profile

Volatility (1Y)

23.6%

High

Max drawdown

-31.6%

Worst peak-to-trough loss

Sharpe (3Y)

1.05

Excellent risk-adjusted returns

Sortino (3Y)

1.51

Good downside protection

Similar ETFs

Data updated on 2026-05-05